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Boltwood Capital Management’s Blackstone BX Stock Holding History

Boltwood Capital Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
8,996
-155
-2% -$18.6K 0.24% 90
2026
Q1 		$1.05M Buy
9,151
+214
+2% +$27.8K 0.27% 79
2025
Q4 		$1.38M Sell
8,937
-7
-0.1% -$1.06K 0.36% 68
2025
Q3 		$1.53M Buy
8,944
+15
+0.2% +$2.57K 0.41% 61
2025
Q2 		$1.34M Buy
8,929
+440
+5% +$60.5K 0.38% 65
2025
Q1 		$1.19M Buy
8,489
+2,588
+44% +$420K 0.36% 70
2024
Q4 		$1.02M Sell
5,901
-105
-2% -$18.3K 0.31% 77
2024
Q3 		$920K Sell
6,006
-270
-4% -$37.5K 0.27% 84
2024
Q2 		$777K Buy
6,276
+103
+2% +$12.7K 0.24% 86
2024
Q1 		$811K Buy
6,173
+35
+0.6% +$4.37K 0.25% 88
2023
Q4 		$804K Buy
6,138
+25
+0.4% +$2.71K 0.27% 90
2023
Q3 		$655K Sell
6,113
-60
-1% -$6.25K 0.24% 90
2023
Q2 		$574K Buy
6,173
+592
+11% +$51.1K 0.21% 100
2023
Q1 		$490K Buy
5,581
+258
+5% +$22.8K 0.18% 105
2022
Q4 		$395K Buy
5,323
+913
+21% +$78.8K 0.16% 111
2022
Q3 		$369K Buy
4,410
+948
+27% +$91.8K 0.17% 112
2022
Q2 		$316K Buy
3,462
+485
+16% +$52.4K 0.14% 125
2022
Q1 		$378K Buy
+2,977
New +$363K 0.15% 125

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boltwood Capital Management's BX Position: Q2 2026 in Review

Boltwood Capital Management reduced its Blackstone (BX) stake by 1.7% in Q2 2026, selling an estimated $18.6K and leaving 8,996 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #90.

Boltwood Capital Management first reported a position in BX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.53M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Boltwood Capital Management held 8,996 shares of Blackstone worth $1.06M as of Q2 2026.
  • Boltwood Capital Management sold 155 Blackstone shares in Q2 2026, an estimated $18.6K.
  • Blackstone made up 0.24% of Boltwood Capital Management's portfolio in Q2 2026, its #90 holding.
  • Boltwood Capital Management first reported a position in Blackstone in Q1 2022 and has held it in 18 quarters since.
  • Boltwood Capital Management's Blackstone position peaked at $1.53M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.